A complete list of active advisors currently associated with Hamilton Manor & Associates

Warmer can help you find a great advisor at Hamilton Manor & Associates or one who fits your needs even better.

Hamilton, Manor & Associates works primarily with individual and high‑net‑worth clients, as well as trusts, small businesses and employer retirement plans, providing investment management, financial planning, retirement plan consulting, and wealth and tax planning services. The firm delivers fee‑based portfolio management and tailored planning engagements to a client base of individual investors and institutions. The firm follows a research‑driven asset allocation process that combines institutional market commentary with third‑party money manager selection, regular portfolio reviews, and rebalancing. It offers both discretionary and non‑discretionary account arrangements across multiple LPL‑sponsored platforms (OMP, PWP, MWP, MAS, MAN) and operates a sponsor‑managed wrap fee program. Notable departures from many peers include the firm’s sponsorship of its own wrap fee program and its advisors’ dual roles as registered representatives of an unaffiliated broker/dealer and licensed insurance agents, which enables sales of commission products and insurance in addition to advisory services. The firm also highlights integrated tax and estate planning capability (including CFP and tax preparer credentials) and reports a substantial portion of assets managed non‑discretionarily, with approximately $189 million in AUM supporting about 166 client accounts.

To learn more about the advisors currently working at Hamilton Manor & Associates, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.